See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,391 | $80,753-17.8% | $136,294-51.3% | $62,292+6.6% |
| Participation rate | 47.5% | 73.5%-26.0pp | 81.9%-34.4pp | 69.5%-22.0pp |
| Annual return | 13.65% | 35.83%-22.2pp | 5155.94%-5142.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $932 | $2,884-67.7% | $4,695-80.2% | $2,042-54.4% |
| Participant deferral / active EE | $4,469 | $5,164-13.5% | $6,247-28.5% | $3,169+41.0% |
| Admin fee / account holder | $179 | $525-66.0% | $9,243-98.1% | $479-62.7% |